Using your financial position and reports we have prepared, we connect you with the right people to ensure your business, your assets and your family are protected. This includes:

  • General Business Insurance
  • Life, Trauma and Income Protection Insurance
  • Key Person Insurance
  • Shareholders Agreements incorporating insurances for shareholder payouts
  • Exit Planning for your business
  • Estate Planning to minimise tax and protect the bloodline
  • Wills and Enduring Powers of Attorney
  • Employee Share takeovers
  • Divorce and Separation

We work with our professional partners to protect your assets within your budget to get the best outcome for you and your family.